January Educational Seminar:

Crypotocurrency

*This program is eligible for Continuing Professional Education (CPE) credits for accountants.

Description: WHEN OLD MONEY MEETS NEW MONEY: ESTATE PLANNING WITH CRYPTOCURRENCY

It is only a matter of time before cryptocurrency creeps into your practice. Is it on your intake form? Are FBAR issues triggered? How is it valued for estate tax purposes? Should you draft your documents differently? Should it be a part of the asset allocation pie chart? Don’t get blockchained to your desk!

Attend and hear from our panel of experts as they address those questions and additional issues.

MODERATOR

Melissa Langa
Bove & Langa, P.C.

Legal Aspect In Estate Planning

Joseph B. Darby III, Esq.
Sullivan & Worcester LLP

Trading – Wealth Management

Dan Matuszewski
Circle Pay

Accounting

Francheska Pimentel, CPA
Senior Tax Manager
KLR

Charitable

Kate Guedj
The Boston Foundation

Category of Track

(Multidisciplinary)

Level of Track

L =Legal

F= Financial

T = Tax

P = Philanthropy

New Developments

*To view the full list and descriptions for BEPC Educational Tracks, click here.